LIC MF Arbitrage Fund Regular vs Nippon India Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹16259 Cr | ₹282 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 14 Oct 2010 | 25 Jan 2019 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1243% | % |
| Expense Ratio | 1.07 | 0.99 |
| Manager | Anju Chhajer | Pratik Harish Shroff |
| ISIN Code | INF204K01IY1 | INF767K01PL9 |
| Exits Load | Nippon India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | LIC MF Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.45% | 0.44% |
| 6 Month | 2.76% | 2.65% |
| 1 Year | 6.2% | 6.1% |
| 3 Year | 6.89% | 6.65% |
| 5 Year | 5.72% | 5.41% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.4% | 1.36% |
| 1 Year | 5.74% | 5.62% |
| 3 Year | 6.6% | 6.4% |
| 5 Year | 6.32% | 6.09% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.59% | 5.2% |
| 3 Year | 6.31% | 4.74% |
| 5 Year | 5.91% | 4.9% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.65% | 0.66% |
| Sharp | 2.2% | 1.89% |
| Beta | 0.48% | 0.46% |
| Alpha | 0.22% | 0.04% |
Fund Managers
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Anju Chhajer | Pratik Harish Shroff |
| Total AUM | ₹71679 Cr | ₹2586 Cr |
| Funds Managed | 13 | 10 |
| Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 27.58 | 32.71 |
| Large Cap | 48.77 | 53.65 |
| Mid Cap | 19.83 | 12.35 |
| Small Cap | 3.82 | 1.3 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 25.15 | 31.41 |
| Energy | 5.46 | 6.67 |
| Industrials | 6.73 | 7.33 |
| Technology | 3.56 | 4.31 |
| Basic Materials | 11.89 | 5.14 |
| Healthcare | 5.01 | 2.26 |
| Consumer Defensive | 4.11 | 4.13 |
| Financial Services | 22.32 | 25.08 |
| Consumer Cyclical | 7.86 | 4.18 |
| Real Estate | 1.44 | 1.46 |
| Utilities | 2.57 | 0.49 |
| Communication Services | 3.87 | 7.54 |
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